Zoho Books + uProc Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and uProc
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Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.
About uProc
uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).
uProc IntegrationsBest ways to Integrate Zoho Books + uProc
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When this happens...
New Item
Then do this...
Select Tool
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Zoho Books + uProc
Select Tool in uProc when New Contact is created in Zoho Books Read More...When this happens...
New Contact
Then do this...
Select Tool
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Zoho Books + uProc
Select Tool in uProc when New Sales Invoice is created in Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
Select Tool
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Zoho Books + uProc
Select Tool in uProc when New Estimate is created in Zoho Books Read More...When this happens...
New Estimate
Then do this...
Select Tool
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When this happens...
New Contact
Then do this...
Add/Update Subscriber
Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.How this Zoho Books - MailChimp integration works- A new contact is added in Zoho Books
- Appy Pie Connect automatically adds them as new subscribers in MailChimp.
What You Need- A Zoho Books account
- A MailChimp List
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + uProc without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Select Tool
Select a tool to perform verification or enrichment
How Zoho Books & uProc Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick uProc as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to uProc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and uProc
Zoho Books?
Zoho Books is an accounting software that helps businesses track the money coming and going from their business. It works on a cloud-based platform, allowing it to work on a variety of devices, including smartphones and tablets. This means that users can access the program on any device. The program has all the features you need to run an accounting program.
uProc?
uProc is a cloud-based accounting application. Normally, accounting applications have to be downloaded to use them, but uProc is different. You can use it from any device because it’s all stored in the cloud. It does this by using a unique file format called EBS.
Integration of Zoho Books and uProc
Many businesses use both Zoho Books and uProc. But many times they don’t know how to integrate the two programs. Here is a brief guide on how to do so:
Step 1. Download your bank transactions
Step 2. Open Zoho Books and go to “Reports” and choose “Accounting Reports”
Step 3. Select “Open Balance Sheet”
Step 4. Select “Export to Excel” and then select “uProc” as “Output Format” (It should be selected by default)
Step 5. Save the file as an excel file onto your computer
Step 6. Open uProc and go to “Accounts” and create a new account for “Zohobooks Declarations”
Step 7. Click on “Import from Excel” and select the file you saved earlier
Step 8. Click on “Next” and wait for the import list to populate (this takes a few seconds)
Step 9. Select the accounts you want imported into uProc (you will usually want to select all if you are not sure which ones are relevant to you. and click “Finish”
Benefits of Integration of Zoho Books and uProc
There are many benefits to integrating Zoho Books and uProc. For one thing, it allows you to use Zoho Books for what it was designed for and allow uProc to take care of all the bookkeeping. This will save you money because you won’t have to pay someone to enter everything into Zoho Books for you. Another benefit of integration is that it allows users of Zoho Books to be able to see their financials through the books management software side of things. This helps in keeping track of what is going on in their business with ease. It also makes it easier for business owners to keep track of what their employees are up to when they are out of the office because it allows them to track where their employees are at any given time, which improves efficiency. For accountants, this integration makes it easier for them to manage their clients because they won’t have to worry about entering data twice or having to go back and forth between clients to find out information they need.
The process to integrate Zoho Books and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
